Let's talk
S7 Ep. 40

Investment Uncut: Sam Gray - can you make money in healthcare?

Investment Health Investment strategy

You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple PodcastsSpotifyPocket Casts or SoundCloud.

Healthcare is one of the UK's largest and fastest-evolving sectors, driven by an ageing population, technological innovation and growing demand for care. But beyond the headlines, where are the most compelling investment opportunities, and why has healthcare become such an attractive area for private equity? 

In this episode, Letty and Aaron are joined by Sam Gray, Portfolio Manager at Apposite Capital, to explore the investment case for UK healthcare. Together, they discuss how to identify opportunities across the sector, the trends shaping the market, and why healthcare can offer the potential to deliver both attractive long-term returns and better patient outcomes. 

What’s one thing you would like listeners to take away?

  • “In an uncertain world, healthcare stands out because its demographic drivers are one of the few real certainties. Combined with accelerating innovation, the next five to ten years could bring more change to healthcare than the last two decades.”

Any recommendations for good books or podcasts?

Subscribe to LCP podcasts

Dive into expert insights with LCP’s podcast range: Energy, Investment, Insurance, and megatrends facing businesses today. Listen & subscribe across all major audio platforms.

Subscribe